secwatch.observer — SEC 8-K summary
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Issuer:     SailPoint, Inc. (SAIL)
CIK:        0002030781
Form:       8-K/A
Filed at:   2025-03-31T23:59:59+00:00
Accession:  0002030781-25-000014
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SailPoint Q4 FY2025: ARR $877M (+29%), SaaS ARR $540M (+39%); guides FY26 rev $1.025-1.035B
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- Total ARR $877M (+29% YoY); SaaS ARR $540M (+39% YoY).
- Q4 revenue $240M (+18% YoY); subscription rev $224M (+22%). GAAP op loss $30M vs $65M YoY; adj op income $46M (19.0% margin).
- FY2025 revenue $862M (+23% YoY); GAAP op loss $189M (21.9% rev) vs $333M (47.6%); adj op income $133M (15.4%) vs $54M (7.8%).
- Q1 FY2026 guidance: ARR $896-900M, revenue $224-226M, adj op margin 6.2-6.7%. FY2026: ARR $1,075-1,085M, revenue $1,025-1,035M, adj EPS $0.14-0.18.
- Customers with >$1M ARR increased ~80% YoY.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000014/0002030781-25-000014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000014/spparent-20250131x8k1.htm
  HTML page:      https://secwatch.observer/filing/0002030781-25-000014

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer